About Me

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Jon Ellefson

Jon E. Ellefson
Vice President/Investments

Jon began his investment career in 1991 with Piper Jaffray & Co. and joined Stifel in 2009. For nearly 30 years, Jon has helped his clients develop highly customized wealth management plans. He believes in taking a collaborative approach to the client/advisor relationship, taking the steps to gain an intimate understanding of his clients’ values, family history, and long-term goals. His job is to position his clients for the realities of today’s economy and work together to develop a comprehensive yet flexible plan throughout their lifetime.

 

He earned a Bachelor of Science in Business Administration from Viterbo University.  Additionally, he holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

 

Each client is unique, and through clear communication, Jon dedicates himself to finding an appropriate strategy for your financial situation. His practice is based on trust and shaped by an understanding of your needs and aspirations.